On this week’s Animal Spirits with Michael and Ben we discuss:
- Why losses in the bond market can sting.
- Do stocks diversify bonds?
- Jeremy Siegel says stocks are undervalued relative to bonds.
- Can bonds really be overvalued?
- Do rising interest rates really hurt stocks?
- Will we buy the new Amazon Alexa microwave?
- Pot stocks and mini bubbles.
- World poverty levels continue to decline on a massive scale.
- How informed do you have to be as an investor to be successful?
- Can dividend stocks act as a bond substitute?
- Seth Klarman’s parallels to the 1990s.
- Are people hardwired to be bearish?
- Can anyone top Bloomberg in terms of financial data?
- Investing for intermediate-term financial goals and much more.
Listen here:
Stories mentioned:
- Do stocks diversify bonds?
- Is the market overvalued?
- Looking past the Fed’s next rate hike
- The new Amazon microwave
- Wall Street’s marijuana madness
- World poverty falls below 750 million
- 10 years after the financial crisis the economy has recovered but attitudes have not
- A clear case for owning dividend stocks instead of bonds
- Baupost letters
- New fund firm cuts pay if managers don’t beat the market
- Triumph of the market pessimists
- Twilight of the terminal
Books mentioned:
- Fortune’s Children: The Fall of the House of Vanderbilt
- Lethal White by Robert Galbraith
- I Heard You Paint Houses by Charles Brandt
- The Soul of America by John Meachum
Charts mentioned:
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